Money | David Sasson CFP

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

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Saving for College 101

Here's a crash course on saving for college.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

View all videos

Articles

U.S. Personal Savings Rate

What can be learned from the savings rate?

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Glossary of Scam Terms

A helpful glossary of current scams.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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Videos

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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